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JEPCX vs TCBIX
JEPCX vs TCBIX Comparison
Open Charts JEPCX vs TCBIX
JEPCX vs TCBIX Comparison Chart in %
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JEPCX vs. TCBIX commentary
Aug 23, 2026
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is JEPCX is a Hold and TCBIX is a Hold.
FUNDAMENTALS
Fundamentals
JEPCX has more cash in the bank: 5.01B vs. TCBIX (129M). JEPCX pays higher dividends than TCBIX: JEPCX (7.17) vs TCBIX (1.20). JEPCX was incepted earlier than TCBIX: JEPCX (8 years) vs TCBIX (13 years). TCBIX (1.57) is less costly to investors than JEPCX (1.34). JEPCX is a more actively managed with annual turnover of: 176.00 vs. TCBIX (121.00). TCBIX has a lower initial minimum investment than JEPCX: TCBIX (0) vs JEPCX (1000). TCBIX annual gain was more profitable for investors over the last year : 10.64 vs. JEPCX (9.38). JEPCX return over 5 years is better than : 36.04 vs. TCBIX (6.41).
| JEPCX | TCBIX | JEPCX / TCBIX | |
| Total Expense Ratio | 1.34 | 1.51 | 89% |
| Annual Report Gross Expense Ratio | 1.34 | 1.57 | 85% |
| Fund Existence | 8 years | 13 years | - |
| Gain YTD | 5.187 | 10.462 | 50% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.01B | 129M | 3,886% |
| Annual Yield % from dividends | 7.17 | 1.20 | 598% |
| Returns for 1 year | 9.38 | 10.64 | 88% |
| Returns for 3 years | 31.14 | 18.29 | 170% |
| Returns for 5 years | 36.04 | 6.41 | 563% |
| Returns for 10 years | N/A | 13.15 | - |
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